Welcome to CA Financial Services
Group
Advice
Strategy
Solution
Service
CA Financial Services Group (CAFSG) has been based in North Sydney since 1983 and has over
25 years of practical experience to offer clients.
We provide Integrated Financial Services and Wealth Management Solutions with a focus on Financial Planning, which integrates the four areas of wealth: Creation, Enhancement, Protection and Distribution.
The consulting process is aimed to get the client from where they are today to where they wish to be through the various stages of their lives. It is arranged through a process that integrates the Saving, Investment, Insurance and Retirement needs of each individual after taking into account taxation, social security and cash flow requirements.
The knowledge, expertise, advise, concepts, strategies and solutions, along with our simple client management systems that have been developed over many years, has put us in a position where we can add value on an ongoing basis enabling us to retain our clients and build the business.
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What you need to know:
The advice on this page is not based on your personal objectives, financial situation or needs. Accordingly you should consider how appropriate the advice is to those objectives, financial situation and needs before acting on the advice and, before buying any financial product, you should read the current product disclosure statement.
CA Financial Services Group Pty Ltd ABN: 94 003 100 301 is an Authorised Representative of AMP Financial Planning Pty Limited ABN 89 051 208 327 (AMPFP). AMPFP
holds an Australian Financial Services Licence
(No 232706).
For further details including the financial services we can offer you and how we are remunerated for, please read the Financial Services Guide (FSCG) below:
FSCG - CA Financial Services Group
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